Other · DOL Form 5500 · 2023

Caldwell Hospice and Palliative Care, Inc. Retirement Plan

Data updated 2026-08-11

$9M
Total assets
263
Participants
57th
Percentile by assets
$34,581
Avg per participant
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Official DOL plan name: Caldwell Hospice and Palliative Care, Inc. Retirement Plan · Sponsored by Caldwell Hospice and Palliative Care, Inc. · North Carolina · Healthcare & Social Assistance

$9M in assets, 263 participants

Caldwell Hospice and Palliative Care, Inc.'s Caldwell Hospice and Palliative Care, Inc. Retirement Plan reported $9M in total assets and 263 participants in its 2023 DOL Form 5500 filing, ranking in the 57th percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • 57th percentile by assets (of 127,072 plans)
  • #11,004 in Healthcare & Social Assistance (17,684 peers)

Coverage in North Carolina

Caldwell Hospice and Palliative Care, Inc. Retirement Plan covers 263 participants in North Carolina, about 32% of the average North Carolina filer (state average ~819 per filing). Assets: $9M.

$9M
total plan assets (2023 EOY)
263
covered participants
57th
percentile by assets (of 127,072 plans)
$34,581
avg assets per participant

Where Caldwell Hospice and Palliative Care, Inc. Retirement Plan sits by total assets

Caldwell Hospice and Palliative Care, Inc. Retirement Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$9,094,737 Top 43% higher than 57% of 127,068 filed plans

This plan $0 $2,010,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Caldwell Hospice and Palliative Care, Inc. Retirement Plan reported net income rose from -$946K in the plan year 2022 filing to $1M in the plan year 2023 filing.
  • Caldwell Hospice and Palliative Care, Inc. Retirement Plan end-of-year assets rose from $8M in the plan year 2022 filing to $9M in the plan year 2023 filing.
  • Caldwell Hospice and Palliative Care, Inc. Retirement Plan reported participants rose from 235 in the plan year 2022 filing to 263 in the plan year 2023 filing.

See the national 2022→2023 release diff →

State
North Carolina
Industry
Healthcare & Social Assistance

Participants vs North Carolina filers

In North Carolina, the average filing covers about 819 participants across 3,515 plans. Caldwell Hospice and Palliative Care, Inc. Retirement Plan reports 263 participants - about 32% of that state average ($9M EOY assets).

North Carolina filing particulars

Total Assets (Beginning of Year)$8M
Net Assets (End of Year)$9M
Net Income$1M
Employer EIN561338470
Plan Effective Date1993-04-01
Filing StatusFILING RECEIVED

Sponsor Plan History (Caldwell Hospice and Palliative Care, Inc.)

$7M$8M$9M$10M$11M 202220232024 $7.97M $10.6M ▲ +33.1%
Total plan assets by year, all Caldwell Hospice and Palliative Care, Inc. plans on file
Year Plans Participants Total Assets
2022 1 235 $8M
2023 1 263 $9M
2024 1 260 $11M

Nearby Other Plans in North Carolina

Peer Other plans, same state, same plan type, ranked by total assets.

Caldwell Hospice and Palliative Care, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants Scatter plot of 6 data points. -1000001000020000300004000050000 -20246810 Total assets ($B) Participants Caldwell Hospice and…, Total assets ($B): 0.009094737 · Participants: 263Caldwell Hospice and…The Duke University …, Total assets ($B): 8.950907627 · Participants: 44809The Duke University …Wake Forest Baptist …, Total assets ($B): 3.192820786 · Participants: 18961Wake Forest Baptist …The Moses H. Cone Me…, Total assets ($B): 1.459711813 · Participants: 13606The Moses H. Cone Me…Wake Forest Universi…, Total assets ($B): 0.797846895 · Participants: 3092Wake Forest Universi…Caromont Health, Inc…, Total assets ($B): 0.444128487 · Participants: 4458Caromont Health, Inc…
Caldwell Hospice and Palliative Care, Inc. Retirement Plan vs. nearby Other plans in North Carolina, assets vs. participants
Compare Caldwell Hospice and Palliative Care, In… side-by-side with 3 peers →

Similar-Sized Other Plans Nationally

Other plans in other states closest to Caldwell Hospice and Palliative Care, Inc. Retirement Plan by total assets, not by location.

Frequently Asked Questions

How did Caldwell Hospice and Palliative Care, Inc. Retirement Plan assets move in 2023? ▼
Caldwell Hospice and Palliative Care, Inc. Retirement Plan grew at a solid clip - up 14.1% during 2023, from $8M to $9M. Reported net income was $1M.
How have Caldwell Hospice and Palliative Care, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Caldwell Hospice and Palliative Care, Inc.'s sponsor-wide assets grew 33.2%, from $8M to $11M.
Which Other plans are similar in size to Caldwell Hospice and Palliative Care, Inc. Retirement Plan? ▼
Among Other plans in other states, the closest by assets is Hcsc-Blood Center, Inc. Tax Deferred Annuity Plan in PA ($9M, 229 participants).

Next read for Caldwell Hospice and Palliative Care, In…

Filing takeaways

Ways to act on Caldwell Hospice and Palliative Care, Inc. Retirement Plan's numbers.

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 561338470.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.